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Jonathan Chapman (CFP®, MBA)

Jonathan Chapman focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

As a Wealth Advisor with WJ Interests, Jonathan provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, and investment planning.

Additional Information

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor of Science in Ocean Engineering from the United States Naval Academy and a Master of Business Administration with a concentration in Finance from the University of Texas at Austin.

Prior to joining the WJ Team, Jonathan served as a Banker and Investment Specialist for the J.P. Morgan Private Bank in Houston and as an Investment Analyst intern at Teacher Retirement System of Texas in Austin. Previously, he served as an Officer in the United States Marine Corps on assignments in Iraq, Australia and Hawaii with an infantry battalion and regiment. He attained the rank of Captain during his final assignment in Quantico, VA, where he served as the Adjutant for the Air Facility in support of the President’s Helicopter Squadron. He was awarded two Navy and Marine Corps Commendation Medals for meritorious service.

Jonathan is married with three children (two boys and a girl) and enjoys playing sports with them as well as coaching their baseball and basketball teams.

NAPFA Start Date

January 03, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2333 Town Center Dr Ste 100 Sugar Land, TX 77478-4383 Phone: (281) 634-9400 Fax: (281) 634-9406
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